AWM
CHTR icon

Aprio Wealth Management’s Charter Communications CHTR Stock Holding History

Aprio Wealth Management’s Portfolio CHTR Stock Details CHTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,158
Closed -$250K – 639
2026
Q1 		$250K Buy
+1,158
New +$251K 0.01% 534
2025
Q3 		– Sell
-667
Closed -$273K – 441
2025
Q2 		$273K Buy
+667
New +$255K 0.03% 318

Other funds holding CHTR

SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aprio Wealth Management's CHTR Position: Q2 2026 in Review

Aprio Wealth Management sold out of Charter Communications (CHTR) in Q2 2026, closing a stake of 1,158 shares — an estimated $250K sold.

Aprio Wealth Management first reported a position in CHTR in Q2 2025 and held it in 2 quarters. The position peaked at $273K in Q2 2025. 249 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Aprio Wealth Management reported no remaining Charter Communications position as of Q2 2026 after selling out during the quarter.
  • Aprio Wealth Management sold 1,158 Charter Communications shares in Q2 2026, an estimated $250K.
  • Aprio Wealth Management first reported a position in Charter Communications in Q2 2025 and held it in 2 quarters.
  • Aprio Wealth Management's Charter Communications position peaked at $273K in Q2 2025.
  • 249 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.